Filed October 16, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS INC. Service code 33 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Other services; Other fees; Participa... | $152,373 |
FIDUCIARY INVESTMENT ADVISORS6+ years Service code 16 ONE HUNDRED NORTHFIELD DRIVE · WINDSOR, CT 06095 | Consulting | $46,692 |
Filed as: DIMEI SCHNEIDER & ASSOCIATES Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $16,234 |
BONADIO & CO., LLP4 years Service code 10 100 CORPORATE PARKWAY SUITE 200 · AMHERST, NY 14226 | Accounting | $12,930 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,033 | $176,471+20.7% | $95,968+122.0% | $90,274+136.0% |
| Participation rate | 98.3% | 86.6%+11.7pp | 77.1%+21.2pp | 73.4%+24.9pp |
| Annual return | 14.34% | 20.15%-5.8pp | 91.65%-77.3pp | 53.97%-39.6pp |
| Employer contribution / active EE | $5,490 | $2,783+97.2% | $2,542+116.0% | $2,523+117.5% |
| Participant deferral / active EE | $10,178 | $5,325+91.1% | $4,167+144.3% | $4,231+140.6% |
| Admin fee / account holder | $116 | $154-24.6% | $6,798-98.3% | $114+1.9% |